Woodson Capital Management

Latest statistics and disclosures from Woodson Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TPR, TSLA, AS, RDDT, XYZ, and represent 37.65% of Woodson Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: TSLA (+$59M), AS (+$26M), GOOGL (+$25M), SG (+$25M), SIRI (+$24M), SAM (+$20M), RDDT (+$18M), QXO (+$16M), XYZ (+$16M), TDUP (+$12M).
  • Started 11 new stock positions in TSLA, FLUT, GOOGL, SIRI, AFRM, YOU, QXO, LULU, REAX, TDUP. SAM.
  • Reduced shares in these 10 stocks: , COCO (-$24M), REAL (-$16M), SBUX (-$15M), GPGI (-$15M), URBN (-$14M), FOXF (-$10M), U (-$9.5M), TPR (-$7.7M), ESTA (-$7.7M).
  • Sold out of its positions in DMRC, FOXF, SOUN, SBUX, URBN, GRMN.
  • Woodson Capital Management was a net buyer of stock by $122M.
  • Woodson Capital Management has $722M in assets under management (AUM), dropping by 29.71%.
  • Central Index Key (CIK): 0001697848

Tip: Access up to 7 years of quarterly data

Positions held by Woodson Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Woodson Capital Management

Woodson Capital Management holds 29 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tapestry (TPR) 9.1 $66M -10% 515k 127.77
 View chart
Tesla Motors Call Option (TSLA) 8.2 $59M NEW 132k 449.72
 View chart
Amer Sports Com Shs (AS) 7.8 $56M +87% 1.5M 37.35
 View chart
Reddit Cl A (RDDT) 6.3 $46M +65% 198k 229.87
 View chart
Block Cl A (XYZ) 6.2 $45M +53% 690k 65.09
 View chart
Sweetgreen Com Cl A (SG) 5.6 $41M +152% 6.0M 6.76
 View chart
Amazon (AMZN) 5.6 $40M +34% 175k 230.82
 View chart
Realreal (REAL) 5.5 $40M -28% 2.5M 15.78
 View chart
Vita Coco Co Inc/the Call Option (COCO) 4.5 $32M -42% 610k 53.01
 View chart
Luxexperience Bv Sponsored Ads (LUXE) 4.2 $30M +6% 3.6M 8.35
 View chart
Establishment Labs Holdings Ord (ESTA) 3.8 $27M -21% 375k 72.88
 View chart
Alphabet Cap Stk Cl A (GOOGL) 3.5 $25M NEW 80k 313.00
 View chart
Group 1 Automotive (GPI) 3.4 $24M +2% 62k 393.30
 View chart
Siriusxm Holdings Common Stock Put Option (SIRI) 3.3 $24M NEW 1.2M 20.00
 View chart
Aercap Holdings Nv SHS (AER) 3.1 $22M +9% 155k 143.76
 View chart
Boston Beer Cl A (SAM) 2.7 $20M NEW 100k 195.13
 View chart
Qxo Com New (QXO) 2.3 $16M NEW 850k 19.29
 View chart
Unity Software (U) 2.2 $16M -37% 360k 44.17
 View chart
Builders FirstSource (BLDR) 2.0 $15M +2% 142k 102.89
 View chart
Composecure Com Cl A (GPGI) 2.0 $14M -50% 740k 19.28
 View chart
Thredup Cl A (TDUP) 1.6 $12M NEW 1.8M 6.39
 View chart
Wolverine World Wide (WWW) 1.5 $11M -26% 600k 18.15
 View chart
Forestar Group (FOR) 1.5 $11M -31% 430k 24.63
 View chart
Affirm Hldgs Com Cl A (AFRM) 1.3 $9.7M NEW 130k 74.43
 View chart
Lululemon Athletica (LULU) 1.3 $9.0M NEW 44k 207.81
 View chart
Clear Secure Com Cl A (YOU) 0.6 $4.5M NEW 129k 35.08
 View chart
Flutter Entmt SHS (FLUT) 0.6 $4.3M NEW 20k 215.04
 View chart
The Real Brokerage Com New (REAX) 0.3 $1.8M NEW 500k 3.65
 View chart
Resolute Hldgs Mgmt (RHLD) 0.2 $1.2M -82% 5.9k 206.43
 View chart

Past Filings by Woodson Capital Management

SEC 13F filings are viewable for Woodson Capital Management going back to 2016

View all past filings